Added to YB: 2026-10-07
Pitch date: 2026-10-02
ARCPF.AS [bullish]
Arcona Property Fund N.V.
+1.22%
current return
Author Info
No bio for this author
Company Info
Arcona Property Fund N.V. is a Euronext-Amsterdam listed Central European real estate fund with invested assets of circa EUR 92 million managed by real estate specialists with a fiduciary approach.
Market Cap
EUR 18.5M
Pitch Price
EUR 4.92
Price Target
9.83 (+97%)
Dividend
N/A
EV/EBITDA
N/A
P/E
-5.92
EV/Sales
4.73
Sector
Diversified REITs
Category
value
Theodosian Capital | Stocks Update 2/10/2026 - ARCPF – Waiting for Godot
ARCPF.AS (quick overview): Arcona Property Fund trades at €5.44 versus latest NNNAV of €9.83, a 45% discount, while its monetisation strategy may narrow the gap over time. A new custodian has begun distributing SPDI’s Arcona shares after KYC-related delays, although no completion timing was provided; SPDI’s plan to monetise its corporate shell within 2026 suggests a near-term resolution. The main risk is downside to real-estate valuations from prevailing interest rates.
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